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Phase 1
Preparation and Evaluation
Objective:
●To assess the company’s readiness and ensure that it is in a position to successfully complete the transaction.
Main steps:
● Conduct a valuation of the business to determine market value.
● Analyse the financials, customer base and key indicators to identify the company’s strengths and weaknesses.
● Tackle areas for optimisation to ensure the business is market-ready.
● Define the vendor’s objectives, including timing, deal structure and post-sale involvement.
Phase 2
Information Gathering and Packaging
Objective:
● To gather and organise essential documentation to present the company in an attractive way to potential buyers.
Key steps:
● Prepare financial statements, tax returns, customer lists and operational details.
● Develop compelling marketing materials, such as a confidential information memorandum (CIM).
● Answering questions from potential buyers by preparing FAQs and supporting documents.
● Put in place confidentiality measures, including robust confidentiality agreements.
Phase 3
Market Engagement
Objective:
● Identify and engage potential buyers who align with the seller’s business objectives and values.
Key Steps:
● Maximise Queenston’s network to target potential buyers, such as strategic acquirers or financial investors.
● Mentor the outreach process, ensuring that only qualified buyers receive marketing materials.
● Work with Queenston to distribute materials under confidentiality agreements and screen serious candidates.
Phase 4
Buyer Selection and Negotiation
Objective:
● To choose the right buyer and negotiate favourable terms for both parties.
Key steps:
● Review and compare offers from buyers, focusing on valuation, deal structure and alignment with objectives.
● Due diligence of the buyer to ensure credibility and ability to close the deal.
● Negotiating suitable terms, including price, payment structure and post-sale retention.
● Finalizing the letter of intent or specifications to ensure clarity and alignment with expectations.
Phase 5
Closing and Transition
Objective:
● Conclude the transaction and ensure a smooth transfer to the buyer.
Key steps:
● Work with Queenston during the buyer’s formal due diligence process.
● Work with legal and financial advisors to complete contracts and closing documents.
● Implementing the transition plan for customers, employees and operations to the buyer.
● Delivering on contractual commitments to ensure effective support during the agreed post-sale transition period, where appropriate..